Last 12 months
Inside the activity.
0 purchase rows · 11 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 8 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 2 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 20:06 UTC |
Turley James SDirector
|
GrantCommon Stock | 279.1435 | $72.18 | $20,147.46 |
DisclosureSEC source: 0000950170-25-050384 · ownership.xml · nonDerivative · entry 2 Turley James S · CIK 0001580994 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 36,256.7545 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:06 UTC |
Turley James SDirector
|
GrantCommon Stock | 16.4322 | $72.18 | $1,186.01 |
DisclosureSEC source: 0000950170-25-050384 · ownership.xml · nonDerivative · entry 1 Turley James S · CIK 0001580994 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,671.2985 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:07 UTC |
von Koskull Casper WilhelmDirector
|
GrantCommon Stock | 23.46 | $72.18 | $1,693.25 |
DisclosureSEC source: 0000950170-25-050385 · ownership.xml · nonDerivative · entry 2 von Koskull Casper Wilhelm · CIK 0001961830 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 3,047.1146 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. F2 · balance_after: Represents deferred shares of common stock held by the Issuer for the benefit of the Reporting Person pursuant to the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:07 UTC |
von Koskull Casper WilhelmDirector
|
GrantCommon Stock | 16.4322 | $72.18 | $1,186.01 |
DisclosureSEC source: 0000950170-25-050385 · ownership.xml · nonDerivative · entry 1 von Koskull Casper Wilhelm · CIK 0001961830 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,996.4558 F1 · shares: Reinvestment of dividend equivalents under the Issuer's Compensation Plan for Non-Employee Directors. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 20:01 UTC |
Sieg Andrew M.Head of Wealth
|
Tax withholdingCommon Stock | 16,949.05 | $71.44 | $1,210,840.13 |
DisclosureSEC source: 0000950170-25-043812 · ownership.xml · nonDerivative · entry 1 Sieg Andrew M. · CIK 0001766798 · Head of Wealth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 280,302.54 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:01 UTC |
Fraser Jane NindDirector · Chief Executive Officer
|
GrantPerformance Share Unit · Derivative | 105,623.36 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025585 · ownership.xml · derivative · entry 2 Fraser Jane Nind · CIK 0001644491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,623.36 Underlying: Common Stock · 105,623.36 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 159,071.33 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 105,623.36 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 159,071.33 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 105,623.36 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 159,071.33 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 105,623.36 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 159,071.33 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 105,623.36 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:01 UTC |
Garg SunilCEO, Citibank, N.A.
|
GrantPerformance Share Unit · Derivative | 17,295.62 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025586 · ownership.xml · derivative · entry 2 Garg Sunil · CIK 0001847149 · CEO, Citibank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,295.62 Underlying: Common Stock · 17,295.62 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,047.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,295.62 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,047.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,295.62 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,047.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,295.62 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,047.62 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,295.62 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:02 UTC |
Mason MarkChief Financial Officer
|
GrantPerformance Share Unit · Derivative | 34,760.9 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025589 · ownership.xml · derivative · entry 3 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,760.9 Underlying: Common Stock · 34,760.9 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 52,350.75 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 34,760.90 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:03 UTC |
McIntosh BrentChief Legal Off. & Corp. Sec'y
|
GrantPerformance Share Unit · Derivative | 2,417.11 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025592 · ownership.xml · derivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,417.11 Underlying: Common Stock · 2,417.11 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 2,417.11 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 2,417.11 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 2,417.11 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 3,640.23 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 2,417.11 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:04 UTC |
Selvakesari AnandChief Operating Officer
|
GrantPerformance Share Unit · Derivative | 29,203.94 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025594 · ownership.xml · derivative · entry 2 Selvakesari Anand · CIK 0001836808 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,203.94 Underlying: Common Stock · 29,203.94 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 43,981.84 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 29,203.94 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 43,981.84 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 29,203.94 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 43,981.84 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 29,203.94 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 43,981.84 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 29,203.94 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:05 UTC |
Skyler EdwardHd of Ent Svc & Public Affairs
|
GrantPerformance Share Unit · Derivative | 17,479.25 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025598 · ownership.xml · derivative · entry 2 Skyler Edward · CIK 0001810396 · Hd of Ent Svc & Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,479.25 Underlying: Common Stock · 17,479.25 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,324.17 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,479.25 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,324.17 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,479.25 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,324.17 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,479.25 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 26,324.17 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 17,479.25 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:05 UTC |
Torres Cantu ErnestoHead of International
|
GrantPerformance Share Units · Derivative | 30,988.4 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025605 · ownership.xml · derivative · entry 4 Torres Cantu Ernesto · CIK 0001792762 · Head of International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,988.4 Underlying: Common Stock · 30,988.4 shares Expires not disclosed F2 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 46,669.27 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 30,988.40 PSUs. F3 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F2 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 46,669.27 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 30,988.40 PSUs. F3 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F2 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 46,669.27 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 30,988.40 PSUs. F3 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F2 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 46,669.27 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 30,988.40 PSUs. F3 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 21:07 UTC |
Wechter SaraChief Human Resources Officer
|
GrantPerformance Share Unit · Derivative | 16,509.18 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025609 · ownership.xml · derivative · entry 3 Wechter Sara · CIK 0001745277 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,509.18 Underlying: Common Stock · 16,509.18 shares Expires not disclosed F1 · derivative.exercise_price: On February 10, 2022 the Reporting Person received from the Issuer a target award of 24,863.22 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 16,509.18 PSUs. F2 · derivative.exercise_price: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.exercise_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 24,863.22 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 16,509.18 PSUs. F2 · derivative.exercise_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · derivative.expiration_date: On February 10, 2022 the Reporting Person received from the Issuer a target award of 24,863.22 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 16,509.18 PSUs. F2 · derivative.expiration_date: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. F1 · balance_after: On February 10, 2022 the Reporting Person received from the Issuer a target award of 24,863.22 Performance Share Units ("PSUs"), with the possibility to earn from 0% to 150% of the target award, based on (i) the Issuer's average return on tangible common equity ("RoTCE") over the three-year period ending on December 31, 2024 (the "Performance Period") and (ii) the Issuer's cumulative tangible book value per share ("TBVPS") over the Performance Period. Based on performance during the Performance Period, the Reporting Person is entitled to receive 16,509.18 PSUs. F2 · balance_after: (con't) Each PSU is payable only in cash which is expected to be delivered on or about February 28, 2025. Each PSU is equivalent to the cash value of the average of the closing prices of one share of the Issuer's common stock on the New York Stock Exchange for the twenty trading days immediately preceding January 20, 2025, plus dividends declared on equivalent shares of the Issuer's common stock from December 31, 2021 through February 28, 2025. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:02 UTC |
Livingstone DavidChief Client Officer
|
Tax withholdingCommon Stock | 958.06 | $83.94 | $80,419.56 |
DisclosureSEC source: 0000950170-25-025588 · ownership.xml · nonDerivative · entry 3 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,405.95 F2 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:02 UTC |
Livingstone DavidChief Client Officer
|
GrantCommon Stock | 2,038.06 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025588 · ownership.xml · nonDerivative · entry 2 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,364.01 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:02 UTC |
Livingstone DavidChief Client Officer
|
Tax withholdingCommon Stock | 12,648.16 | $83.94 | $1,061,686.55 |
DisclosureSEC source: 0000950170-25-025588 · ownership.xml · nonDerivative · entry 1 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,325.95 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:03 UTC |
MORTON ANDREW JOHNHead of Markets
|
Tax withholdingCommon Stock | 89,444.99 | $83.94 | $7,508,012.46 |
DisclosureSEC source: 0000950170-25-025593 · ownership.xml · nonDerivative · entry 1 MORTON ANDREW JOHN · CIK 0001994231 · Head of Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 411,174.19 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:04 UTC |
Sieg Andrew M.Head of Wealth
|
Tax withholdingCommon Stock | 40,726.99 | $83.94 | $3,418,623.54 |
DisclosureSEC source: 0000950170-25-025595 · ownership.xml · nonDerivative · entry 1 Sieg Andrew M. · CIK 0001766798 · Head of Wealth 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 297,251.59 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:05 UTC |
Torres Cantu ErnestoHead of International
|
Tax withholdingCommon Stock | 791.44 | $83.94 | $66,433.47 |
DisclosureSEC source: 0000950170-25-025605 · ownership.xml · nonDerivative · entry 2 Torres Cantu Ernesto · CIK 0001792762 · Head of International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,769.07 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:05 UTC |
Torres Cantu ErnestoHead of International
|
GrantCommon Stock | 1,865.44 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025605 · ownership.xml · nonDerivative · entry 1 Torres Cantu Ernesto · CIK 0001792762 · Head of International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,560.51 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:06 UTC |
Turek ZdenekChief Risk Officer
|
Tax withholdingCommon Stock | 6,640.58 | $83.94 | $557,410.29 |
DisclosureSEC source: 0000950170-25-025607 · ownership.xml · nonDerivative · entry 1 Turek Zdenek · CIK 0001837361 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,888.32 F1 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the vesting of previously awarded stock. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:30 UTC |
Mason MarkChief Financial Officer
|
GiftCommon Stock | 3,073 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 3 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,257.96 F3 · shares: Represents a charitable gift by the Reporting Person. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:30 UTC |
Mason MarkChief Financial Officer
|
SaleCommon Stock | 58,465 | $83.21 | $4,864,790.80 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 2 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,330.96 F2 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $82.87 to USD $83.34. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:35 UTC |
Skyler EdwardHd of Ent Svc & Public Affairs
|
SaleCommon Stock | 35,545 | $82.41 | $2,929,263.45 |
DisclosureSEC source: 0000950170-25-022359 · ownership.xml · nonDerivative · entry 2 Skyler Edward · CIK 0001810396 · Hd of Ent Svc & Public Affairs 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,726.51 Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC |
Torres Cantu ErnestoHead of International
|
GiftCommon Stock | 89,008 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022362 · ownership.xml · nonDerivative · entry 6 Torres Cantu Ernesto · CIK 0001792762 · Head of International 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 89,008 F5 · shares: On February 14, 2025, the Reporting Person made a gift of 89,008 shares to his spouse. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC |
Torres Cantu ErnestoHead of International
|
GiftCommon Stock | 89,008 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022362 · ownership.xml · nonDerivative · entry 5 Torres Cantu Ernesto · CIK 0001792762 · Head of International 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,695.07 F5 · shares: On February 14, 2025, the Reporting Person made a gift of 89,008 shares to his spouse. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:26 UTC |
COLE TITILOPEDirector
|
GrantCommon Stock | 19,172.44 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022298 · ownership.xml · nonDerivative · entry 1 COLE TITILOPE · CIK 0001915422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,046 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan in connection with the Reporting Person's service as an employee of the Issuer during 2024. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:27 UTC |
Fraser Jane NindDirector · Chief Executive Officer
|
GrantCommon Stock | 141,836.13 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022303 · ownership.xml · nonDerivative · entry 1 Fraser Jane Nind · CIK 0001644491 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 626,418.22 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
Garg SunilCEO, Citibank, N.A.
|
GrantCommon Stock | 29,493 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022304 · ownership.xml · nonDerivative · entry 1 Garg Sunil · CIK 0001847149 · CEO, Citibank, N.A. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,997.21 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
SaleCommon Stock | 3,240 | $81.72 | $264,756.60 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 6 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,327.84 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
SaleCommon Stock | 4,008 | $81.71 | $327,493.68 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 5 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,567.84 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
SaleCommon Stock | 11,252 | $81.71 | $919,344.66 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 4 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,575.84 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
SaleCommon Stock | 7,500 | $81.70 | $612,750.00 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 3 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,827.84 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
SaleCommon Stock | 4,000 | $81.70 | $326,780.00 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 2 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,327.84 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:28 UTC |
KHALIQ SYED SHAHMIRHead of Services
|
GrantCommon Stock | 33,598.59 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022307 · ownership.xml · nonDerivative · entry 1 KHALIQ SYED SHAHMIR · CIK 0001994240 · Head of Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,327.84 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC |
Livingstone DavidChief Client Officer
|
Tax withholdingCommon Stock | 3,557.73 | $81.27 | $289,136.72 |
DisclosureSEC source: 0000950170-25-022311 · ownership.xml · nonDerivative · entry 3 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 449,974.11 F3 · shares: Withholding of shares of common stock to satisfy tax withholding obligations in connection with the award of stock reported on this Form 4. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC |
Livingstone DavidChief Client Officer
|
GrantCommon Stock | 7,567.73 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022311 · ownership.xml · nonDerivative · entry 2 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,531.84 F2 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. The award vests immediately and is sale-restricted for 12 months following the grant date. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC |
Livingstone DavidChief Client Officer
|
GrantCommon Stock | 42,818.16 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022311 · ownership.xml · nonDerivative · entry 1 Livingstone David · CIK 0001770460 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 445,964.11 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. Vests in five equal annual installments beginning on February 20, 2028; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC |
LUCHETTI GONZALOHead of U.S. Personal Banking
|
SaleCommon Stock | 16,354 | $81.36 | $1,330,572.89 |
DisclosureSEC source: 0000950170-25-022314 · ownership.xml · nonDerivative · entry 2 LUCHETTI GONZALO · CIK 0001994236 · Head of U.S. Personal Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,103.51 F2 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $81.35 to USD $81.38. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:29 UTC |
LUCHETTI GONZALOHead of U.S. Personal Banking
|
GrantCommon Stock | 33,197.49 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022314 · ownership.xml · nonDerivative · entry 1 LUCHETTI GONZALO · CIK 0001994236 · Head of U.S. Personal Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,457.51 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC |
Mason MarkChief Financial Officer
|
GrantCommon Stock | 51,871.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022330 · ownership.xml · nonDerivative · entry 1 Mason Mark · CIK 0001487290 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,795.96 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC |
McIntosh BrentChief Legal Off. & Corp. Sec'y
|
SaleCommon Stock | 6,384 | $81.24 | $518,604.24 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 4 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,839.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC |
McIntosh BrentChief Legal Off. & Corp. Sec'y
|
SaleCommon Stock | 9,408 | $81.22 | $764,117.76 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 3 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,223.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC |
McIntosh BrentChief Legal Off. & Corp. Sec'y
|
SaleCommon Stock | 4,208 | $81.21 | $341,731.68 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 2 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,631.18 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:30 UTC |
McIntosh BrentChief Legal Off. & Corp. Sec'y
|
GrantCommon Stock | 41,629.83 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022335 · ownership.xml · nonDerivative · entry 1 McIntosh Brent · CIK 0001872640 · Chief Legal Off. & Corp. Sec'y 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,839.18 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:31 UTC |
MORTON ANDREW JOHNHead of Markets
|
GrantCommon Stock | 75,615.24 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022339 · ownership.xml · nonDerivative · entry 1 MORTON ANDREW JOHN · CIK 0001994231 · Head of Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500,619.18 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:31 UTC |
RAGHAVAN VISWASHead of Banking
|
GrantCommon Stock | 81,049.22 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022341 · ownership.xml · nonDerivative · entry 1 RAGHAVAN VISWAS · CIK 0002024259 · Head of Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 704,886.9 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:32 UTC |
RYAN TIMOTHYHd. of Tech. & Bus. Enablement
|
GrantCommon Stock | 33,156.5 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022345 · ownership.xml · nonDerivative · entry 1 RYAN TIMOTHY · CIK 0002024707 · Hd. of Tech. & Bus. Enablement 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,156.5 F1 · shares: Award of deferred stock pursuant to the Issuer's 2019 Stock Incentive Plan. This award vests in four equal annual installments beginning on January 20, 2026; none of the award is eligible for immediate sale. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:34 UTC |
Selvakesari AnandChief Operating Officer
|
SaleCommon Stock | 6,752 | $81.14 | $547,857.28 |
DisclosureSEC source: 0000950170-25-022353 · ownership.xml · nonDerivative · entry 3 Selvakesari Anand · CIK 0001836808 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,179.69 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 21:34 UTC |
Selvakesari AnandChief Operating Officer
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SaleCommon Stock | 23,248 | $81.09 | $1,885,289.59 |
DisclosureSEC source: 0000950170-25-022353 · ownership.xml · nonDerivative · entry 2 Selvakesari Anand · CIK 0001836808 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235,931.69 F2 · price: This price represents the average sale prices for multiple transactions reported on this line. The prices of the transactions reported on this line ranged from USD $81.09 to USD $81.12. Upon request by the SEC staff, the Issuer or a security holder of the Issuer, the Reporting Person will undertake to provide full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.